Hilltop Wealth Advisors

Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IUSG, JEPQ, VTEB, IVV, IJR, and represent 54.98% of Hilltop Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: JEPQ (+$11M), VTEB, NVDA, IUSG, BLV, AMZN, AAPL, MSFT, GOOGL, WMT.
  • Started 3 new stock positions in AMZN, GOOGL, WMT.
  • Reduced shares in these 10 stocks: JEPI (-$11M), IBM, SCHM, IDEV, VWO, IVV, SUSA, SPEM, VEA, VO.
  • Sold out of its position in JEPI.
  • Hilltop Wealth Advisors was a net buyer of stock by $1.5M.
  • Hilltop Wealth Advisors has $199M in assets under management (AUM), dropping by 1.87%.
  • Central Index Key (CIK): 0001786241

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Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 52 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 15.9 $32M 249k 127.48
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 11.3 $23M +100% 405k 55.50
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 10.3 $21M +3% 410k 50.11
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Ishares Tr Core S&p500 Etf (IVV) 9.6 $19M 35k 547.24
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Ishares Tr Core S&p Scp Etf (IJR) 7.9 $16M 147k 106.66
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Vanguard Bd Index Fds Long Term Bond (BLV) 7.1 $14M +3% 202k 70.29
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Select Sector Spdr Tr Sbi Healthcare (XLV) 5.4 $11M 73k 145.75
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $8.3M 168k 49.42
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Ishares Tr S&p 500 Val Etf (IVE) 2.3 $4.6M 25k 182.01
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $4.5M -6% 58k 77.83
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Vanguard Index Fds Mid Cap Etf (VO) 1.9 $3.8M -2% 16k 242.09
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $3.8M 41k 92.54
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Vanguard World Mega Grwth Ind (MGK) 1.7 $3.4M 11k 314.21
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $3.2M -7% 73k 43.76
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Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $3.0M 34k 88.13
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Vanguard World Mega Cap Index (MGC) 1.4 $2.8M 14k 197.29
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Ishares Tr Core Msci Intl (IDEV) 1.2 $2.4M -10% 36k 65.64
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Ishares Tr Esg Aw Msci Eafe (ESGD) 1.2 $2.3M 29k 78.78
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Vanguard World Mega Cap Val Etf (MGV) 1.0 $2.0M -2% 17k 118.50
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International Business Machines (IBM) 0.9 $1.8M -17% 11k 172.95
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.8M -7% 16k 112.37
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Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.8M 22k 81.08
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Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.7 $1.4M 26k 55.11
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Apple (AAPL) 0.6 $1.1M +35% 5.4k 210.63
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Ishares Tr Esg Aware Msci (ESML) 0.5 $1.1M -3% 28k 38.50
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $934k -3% 9.3k 100.84
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Microsoft Corporation (MSFT) 0.4 $862k +37% 1.9k 447.00
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Vanguard Index Fds Growth Etf (VUG) 0.4 $848k -4% 2.3k 374.08
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $815k 14k 58.52
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Ishares Esg Awr Msci Em (ESGE) 0.4 $786k 23k 33.53
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $666k -13% 18k 37.67
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Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $603k 37k 16.22
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NVIDIA Corporation (NVDA) 0.3 $570k +1807% 4.6k 123.53
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $514k 7.1k 72.64
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $485k -2% 4.1k 119.32
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $450k 11k 39.57
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Vanguard Index Fds Value Etf (VTV) 0.2 $420k -3% 2.6k 160.43
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Ishares Tr National Mun Etf (MUB) 0.2 $390k 3.7k 106.55
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $339k 3.3k 103.85
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Amazon (AMZN) 0.2 $309k NEW 1.6k 193.31
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Ventas (VTR) 0.1 $268k 5.2k 51.26
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JPMorgan Chase & Co. (JPM) 0.1 $236k +11% 1.2k 202.33
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $235k NEW 1.3k 182.15
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Walt Disney Company (DIS) 0.1 $234k 2.4k 99.29
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $230k 921.00 249.61
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $224k 449.00 499.61
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $221k 3.2k 68.61
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Abbvie (ABBV) 0.1 $219k +5% 1.3k 171.48
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Merck & Co (MRK) 0.1 $215k +3% 1.7k 123.83
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Abbott Laboratories (ABT) 0.1 $214k 2.1k 103.91
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Wal-Mart Stores (WMT) 0.1 $212k NEW 3.1k 67.72
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $211k 8.4k 25.09
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Past Filings by Hilltop Wealth Advisors

SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019

View all past filings